He has been recognized for awards of excellence from some of the top financial institutions in the country. These awards include the prestigious President’s Inner Circle and membership on the All American Team representing the American Funds. Mr. Lee is widely regarded as one of the top financial consultants in the Mid-Atlantic region, and is often on the top ten of any Who’s Who List in his field.
He is also President of the Maryland/Washington D.C./Virginia Area Chapter of the Society for Financial Awareness (SOFA).
“Over the past 14 years, Mr. Lee has provided training for financial planners, tax advisors, and investment professionals. He managed three different securities offices in Massachusetts, New York, and Maryland, with over $500 million in assets.”
At Game Changer Academy, Jonathan will reveal his unique approach for attracting the most affluent, highly qualified clients to his practice, and how you can do the same.
Here’s your chance to receive the client presentation, fact finder, software, marketing strategies and systems Jonathan uses to write over $20 million in annuity sales and nearly $3 million in life insurance!